Ledger1,247 proven emails.
Every one built for
financial services.
Compliance-reviewed. Performance-benchmarked. Organized by category, firm type, and regulatory tier. Stop staring at a blank draft — start sending what works.
Used by 2,400+ RIAs, solo advisors & fintech marketing teams
Welcome to the next chapter of your wealth journey
Q1 2026 Portfolio Review — What the data says
One name could change someone's financial future
We haven't spoken in 90 days — here's why that matters
Fed decision today — here's what it means for your portfolio
Your 2025 financial year in review — let's build on it
Every category.
Every send occasion.
Onboarding Sequences
FINRA ApprovedFirst 90-day drips that set expectations, gather data, and establish your communication cadence before a single advisory call.
Quarterly Market Commentary
SEC ApprovedPre-written Q-commentary with compliance-safe forward-looking language, macro context, and client reassurance frameworks.
Referral Ask Campaigns
State-Reg ApprovedStructured referral sequences that feel like relationship-building, not cold pitches — tested across 400+ advisory practices.
Re-Engagement Drips
FINRA ApprovedWin-back sequences for dormant clients and cold prospects — segmented by time-since-last-contact and asset tier.
Life Event Triggers
SEC ApprovedInheritance, retirement, divorce, job change — event-triggered emails that open planning conversations at exactly the right moment.
Fintech Growth Campaigns
State-Reg ApprovedConversion-focused sequences for fintech products — trial activation, feature adoption, upgrade nudges, and churn prevention.
Pre-approved.
Not just reviewed.
Every template is tagged to its regulatory tier before it enters the library. Your compliance officer can filter by rule, your marketing team can send with confidence, and your CCO can sleep without a 2am call.
Every template in this tier has been reviewed against FINRA Rule 2210 communications standards — no forward-looking guarantees, no performance promises, no misleading comparisons.
Investment Advisor marketing rule-compliant templates. All testimonial references, performance data, and endorsement language meets SEC marketing rule requirements effective since Nov 2022.
For advisors registered with state securities regulators rather than the SEC. Templates in this tier avoid federal advertising rule specifics and are adaptable to individual state requirements.
Important: Ledger templates provide a pre-reviewed starting point. Final compliance approval remains the responsibility of your firm's CCO and designated supervisory principal. All templates include an editable disclosure block.
Know exactly where
you stand.
Benchmark data aggregated from 400+ advisory practices and 14 fintech growth teams. Every number is real — pulled from live sends, not theoretical projections.
Ledger vs. Industry Average
Open rate & CTR by template category
Stop staring at
a blank draft.
1,247 templates. Three compliance tiers. Every send occasion covered. Open the app on Monday morning and send by 9am — without writing a word.
Free 14-day trial. No credit card required. Cancel anytime.
"I used to spend 3 hours writing a quarterly commentary. Now I spend 12 minutes customizing one. My clients think I have a copywriter."
"Our CCO approved the entire onboarding sequence in one sitting. That's never happened before. The compliance tagging alone is worth the subscription."
"We tested 6 Ledger fintech growth templates against our in-house copy. Ledger won 5 of 6. The benchmarks are real — we verified against our own data."